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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before you send your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects creates a sales roadmap for your students. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible and helping reinforce seller confidence and the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they buy or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

Calculate Your Profit

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What Our Customers Say

5

The overall service that we received from Big Fundraising Ideas was exceptional! They were very helpful and organized. The fundraiser kickoff and incentives really motivated the students to sell!

Jane Trevino
Assistant Principal
Ruiz Elementary
Raised:
$19,159.42
5

Big Fundraising Ideas provides excellent service and I definitely recommend them to others.

Pete Morales
Principal
Zapata South Elementary
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$24,062.50
5

The delivery and distribution of products was quick and easy! The entire fundraising process was extremely organized! Quick response to all questions! Kick-off was a blast! The kids were so excited!

Kari Smith
PTA President
Rodriguez Elementary
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$26,326.50
5

The overall service that we received from Big Fundraising Ideas was exceptional. Easy and profitable!

Lanaie Morgan
Teacher
Alder School
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$1,000.00
5

Our Big Event Fundraiser was the most profitable fundraiser we have ever had. The overall service was exceptional and I will definitely recommend them to others.

Monico Rodriguez
Principal
O'Grady Elementary
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$20,462.50
5

The overall service that we received from Big Fundraising Ideas was excellent!

Elena Pena
Assistant Principal
Price Elementary
Raised:
$10,040.00
5

The School Fundraising Guidebook provided by Big Fundraising Ideas is a life saver. As a full-time school district employee with many hats to wear, this guide’s efficiency helps our fundraising run on its own. The guide includes everything needed for a successful fundraiser. I enjoy the convenience of pulling out pre-made forms; making copies and sending them home with the students. It is an easy to follow, self explanatory manual that makes fundraising the successful task I didn’t mind taking on. This guide takes you that extra mile to meet your organizations needs, with little effort by following the time-line and instructions included. Many thanks to those who created this time saving guide which helps us achieve our goals.

Betty Hinkle
Fundraising Chair
St. Mary’s Charter School
Raised:
$18,648.40
5

The overall service that Big Fundraising Ideas provided was very good and they were also helpful when we needed them. In addition, product quality was good.

Janice Rudd
Principal
Pinecrest School
Raised:
$2,500.00
5

The overall service that we received from Big Fundraising Ideas was very good. Product quality was also very good while the prize incentives were excellent. Big Fundraising Ideas was very good and I will recommend them to others. Great job!

Misty Brannan
Secretary
F.W. Gross Montessori
Raised:
$3,293.00
5

The beginning and set up of the fundraiser was very easy and straight forward. It was very nice to work with Big Fundraising Ideas. The catalogs and prize sheets were easy to read and very user friendly.

Rachel Quarnberg
Fundraising Coordinator
Anderson Elementary
Raised:
$7,944.50
5

Our Big Event School Fundraiser ran smoothly from beginning to end. The overall service that we received was exceptional and I have already referred you to another school in our district.

Rick Gutierrez
Principal
Petronila Elementary
Raised:
$4,208.17
5

Big Fundraising Ideas provides exceptional service! Anything that was missing or damaged also had a quick turnaround. Great job!

Mary Salas
Coach
Rio Hondo Intermediate
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$17,260.00
5

Big Fundraising Ideas is always very helpful. They go out of their way to make sure our fundraisers go smoothly. If there is ever a question we can always call on them.

Lisa Zamoran
Secretary
Sam Houston Elementary
Raised:
$17,899.50
5

We have been working with Big Fundraising Ideas for over 5 years. Their service continues to be exceptional and they have helped us increase our profit tremendously!

Brenda Martinez
Assistant Principal,
C. Santos Benavides School
Raised:
$72,194.50
5

I enjoyed participating in this fundraising event; least effort we have had to put forth.

Angie Ramirez
Principal
Kostoryz Elementary
Raised:
$30,820.50